+200.5%
NXPI vs CB
+246.2%
-45.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.5% |
| 7D | -0.3% | -1.5% | +1.2% | +0.3% |
| 30D | +12.7% | +6.5% | +6.2% | +9.6% |
| 3M | +7.5% | +4.1% | +3.4% | +5.3% |
| 6M | -12.3% | +14.4% | -26.7% | -18.8% |
| YTD | +19.7% | +17.5% | +2.2% | +8.8% |
| 1Y | +27.6% | +27.5% | 0.0% | +11.2% |
| 3Y | +50.0% | +71.6% | -21.6% | +8.7% |
| 5Y | +27.2% | +100.6% | -73.5% | -17.2% |
| 10Y | +200.5% | +243.0% | -42.5% | +47.9% |
| All | +200.5% | +246.2% | -45.7% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling